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Invesco CEF Income Composite ETF

125 hedge funds and large institutions have $367M invested in Invesco CEF Income Composite ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 36 increasing their positions, 43 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
-3
Holders Change %
-2.34%
% of All Funds
1.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
36
Reduced
43
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EWM
51
Endowment Wealth Management
Wisconsin
$428K +$39.1K +1,999 +10%
Comerica Bank
52
Comerica Bank
Texas
$419K +$6.61K +338 +2%
GIA
53
Gladstone Institutional Advisory
Florida
$401K -$11.6K -593 -3%
BWM
54
Buska Wealth Management
Wisconsin
$389K +$12.7K +651 +3%
GAM
55
Gotham Asset Management
New York
$379K +$68.5K +3,506 +22%
GSIAS
56
Garden State Investment Advisory Services
New Jersey
$370K
PWPS
57
Pinnacle Wealth Planning Services
Ohio
$336K
BIS
58
BG Investment Services
Guam
$307K +$307K +15,726 New
HVIA
59
Hudson Valley Investment Advisors
New York
$307K
AWS
60
Atria Wealth Solutions
New York
$298K -$767K -39,262 -72%
CA
61
Clearstead Advisors
Ohio
$298K +$298K +15,232 New
RAM
62
Readystate Asset Management
Illinois
$294K +$294K +15,047 New
TA
63
TFG Advisers
Michigan
$293K +$13.1K +670 +5%
BV
64
Boxwood Ventures
Illinois
$291K +$6K +307 +2%
CFS
65
Compass Financial Services
Iowa
$278K -$119K -6,082 -30%
QP
66
Quartz Partners
New York
$270K
OIA
67
OneDigital Investment Advisors
Kansas
$257K +$5.3K +271 +2%
WA
68
Waverly Advisors
Alabama
$255K -$9.73K -498 -4%
PFS
69
Prospera Financial Services
Texas
$248K +$2.17K +111 +0.9%
SWA
70
Sax Wealth Advisors
New Jersey
$244K
HCP
71
Hexagon Capital Partners
Arkansas
$240K
BPA
72
Beacon Pointe Advisors
California
$238K -$45.4K -2,324 -16%
VBWMG
73
Von Berge Wealth Management Group
California
$235K +$3.9K +200 +2%
PNC Financial Services Group
74
PNC Financial Services Group
Pennsylvania
$227K -$2.93K -150 -1%
Envestnet Portfolio Solutions
75
Envestnet Portfolio Solutions
Illinois
$218K -$271K -13,892 -55%